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SBI Dynamic Bond Fund(IDCW)

Ticker: mf15107
Decent 68/100

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S
SBI Healthcare Opp Fund(IDCW-Payout)
Score 68/100 Decent
The fund shows potential in the healthcare sector with decent growth prospects, but faces challenges in profitability and execution risks.
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S
SBI Healthcare Opp Fund(IDCW)
Score 66/100 Decent
The fund shows potential in the healthcare sector but has several risks that need to be monitored closely.
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H
Helios Flexi Cap Fund(IDCW)
Score 68/100 Decent
The Helios Flexi Cap Fund shows decent potential with a balanced approach to growth and profitability, but investors should remain cautious of execution risks.
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H
Helios Flexi Cap Fund(IDCW Payout)
Score 68/100 Decent
The Helios Flexi Cap Fund shows decent potential with consistent growth and profitability metrics, but some risks in execution and market sentiment should be monitored.
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H
HDFC Medium Term Debt Fund(FN-IDCW Reinv)
Score 70/100 Decent
The HDFC Medium Term Debt Fund shows decent potential but faces several challenges that could impact future performance.
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H
HDFC Medium Term Debt Fund(IDCW-Reinv)
Score 48/100 Decent
The fund shows decent stability but lacks strong growth catalysts, making it a cautious investment.
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H
HDFC Medium Term Debt Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential but is hindered by inconsistent growth and market sentiment.
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H
HDFC Medium Term Debt Fund(FN-IDCW)
Score 48/100 Decent
The fund shows moderate potential but carries several risks that could impact performance.
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M
Mahindra Manulife Mid Cap Fund(IDCW-Payout)
Score 68/100 Decent
The Mahindra Manulife Mid Cap Fund shows decent potential for growth with a balanced approach to risk and returns.
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M
Mahindra Manulife Mid Cap Fund(IDCW)
Score 68/100 Decent
The fund shows potential in the mid-cap space but faces challenges in growth consistency and valuation metrics.
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N
Nippon India Aggressive Hybrid Fund(M-IDCW)
Score 48/100 Decent
The fund shows decent potential with a balanced approach, but investors should be cautious of valuation and execution risks.
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N
Nippon India Aggressive Hybrid Fund(Q-IDCW)
Score 68/100 Decent
The Nippon India Aggressive Hybrid Fund shows decent potential for growth with manageable risks, making it a reasonable investment option.
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N
Nippon India Aggressive Hybrid Fund(IDCW)
Score 66/100 Decent
The Nippon India Aggressive Hybrid Fund shows decent potential with a balanced approach to growth and profitability, though some risks and governance concerns exist.
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N
NJ Balanced Advantage Fund(IDCW)
Score 68/100 Decent
The NJ Balanced Advantage Fund shows decent potential with a stable growth outlook, but investors should be cautious of execution risks and valuation metrics.
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F
Franklin India Money Market Fund(M-IDCW)
Score 48/100 Decent
The fund shows decent potential for returns but comes with moderate risks. Investors should consider their risk appetite before investing.
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F
Franklin India Money Market Fund(DD-IDCW)
Score 48/100 Decent
The fund shows decent fundamentals but lacks strong growth drivers and technical momentum.
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Business Overview

SBI Dynamic Bond Fund (IDCW) is a versatile debt mutual fund designed to adapt to changing interest rate scenarios. Ideal for conservative investors seeking stable returns, this fund invests in a diverse range of fixed-income securities, ensuring a balanced risk-reward profile. Its dynamic approach allows for strategic allocation across various maturities, enhancing potential returns while managing risks effectively. This fund is perfect for those looking to diversify their portfolio with a reliable income stream.

  • Dynamic investment strategy adapts to interest rate changes
  • Diversifies across various fixed-income securities
  • Ideal for conservative investors seeking stable returns
  • Managed by experienced professionals at SBI
  • Focuses on capital preservation and income generation

Investment Thesis

SBI Dynamic Bond Fund (IDCW) stands out due to its robust backing from the State Bank of India, a trusted name in the financial sector. The fund benefits from a growing digital services landscape, enhancing accessibility and investor engagement. With attractive valuations compared to peers, it presents a compelling investment opportunity for retail investors seeking stable returns.

  • Strong promoter group: Backed by the reputable State Bank of India.
  • Digital services growth: Expanding access and convenience for investors.
  • Attractive valuation: Competitive pricing compared to similar funds.
  • Focus on dynamic bond management: Adapts to market conditions for optimal returns.
  • Stable income potential: Aimed at providing consistent dividends for investors.

Opportunity vs Risk

Opportunities
  • Potential for stable returns
  • Diversification in fixed income
  • Low interest rate environment
  • Tax benefits on long-term gains
Risks ⚠️
  • Interest rate fluctuations
  • Credit risk of bonds
  • Market volatility impact
  • Liquidity concerns in downturns

Peer Perspective

SBI Dynamic Bond Fund is currently trading at a slight premium compared to peers like HDFC Dynamic Bond Fund and ICICI Prudential Dynamic Bond Fund; a shift towards margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
SBI Dynamic Bond Fund(IDCW) • Updated: 2025-10-01 22:58:04
  • 10
    Business
    High
    The bond fund operates in a stable sector but lacks a clear competitive moat.
  • 10
    Growth
    High
    Consistent revenue growth, but profit margins are under pressure.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are average compared to peers.
  • 7
    Balance
    High
    Moderate debt levels, but liquidity is satisfactory.
  • 6
    Governance
    Good
    Promoter holding is stable, but some concerns over disclosures.
  • 5
    Drivers
    Good
    Limited growth catalysts and execution risks present.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The SBI Dynamic Bond Fund shows decent potential but faces challenges in profitability and growth drivers.